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Otter Tail

136 hedge funds and large institutions have $704M invested in Otter Tail in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $634M → $704M (+$69.6M)

0.5% more ownership

Funds ownership: 40.53%41.03% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

4% less funds holding

Funds holding: 142136 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
44
Reduced
46
Closed
15
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$179K
TRCT
102
Tower Research Capital (TRC)
New York
$170K +$134K +3,236 +462%
PAM
103
Panagora Asset Management
Massachusetts
$168K -$343K -8,289 -68%
AIP
104
Ameritas Investment Partners
Nebraska
$144K
NSIM
105
North Star Investment Management
Illinois
$126K +$207 +5 +0.2%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$124K
JP Morgan Chase
107
JP Morgan Chase
New York
$109K -$282K -6,819 -74%
SPIA
108
Steward Partners Investment Advisory
New York
$107K +$103K +2,489 New
GWM
109
Geneos Wealth Management
Colorado
$97K -$3.89K -94 -4%
PWM
110
Perigon Wealth Management
California
$85K +$2.77K +67 +4%
PA
111
Parallel Advisors
California
$62K
HNB
112
Huntington National Bank
Ohio
$61K -$8.27K -200 -13%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$55K
QI
114
QS Investors
New York
$53K
WTC
115
WhitTier Trust Company
Nevada
$53K +$2.27K +55 +5%
EWM
116
Evercore Wealth Management
New York
$43K
Barclays
117
Barclays
United Kingdom
$40K -$128K -3,105 -77%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$30K
RFM
119
Royal Fund Management
Florida
$23K +$22.8K +550 New
CTC
120
Central Trust Company
Missouri
$17K
EWM
121
Edge Wealth Management
New York
$14K
FANJ
122
Financial Architects (New Jersey)
New Jersey
$13K
ST
123
Smithfield Trust
Pennsylvania
$11K -$9.93K -240 -48%
IA
124
IFP Advisors
Florida
$11K +$83 +2 +0.8%
RFA
125
Reilly Financial Advisors
California
$9K

OTTR Hedge Fund Activity: Q3 2017 in Review

136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2017, worth a combined $704M — up 11% from $634M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OTTR and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $5.32M. The largest seller was Deutsche Bank, cutting an estimated $1.92M.

  • 136 institutional investors held Otter Tail (OTTR) as of Q3 2017, down from 142 in Q2 2017.
  • Funds reported $704M of Otter Tail stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Otter Tail positions in Q3 2017 and 15 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q3 2017 was Vanguard Group, an estimated $5.32M added.
  • The largest Otter Tail seller in Q3 2017 was Deutsche Bank, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2017.